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Instrumental Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Instrumental Wealth’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.1M Buy
75,196
+3,658
+5% +$817K 8.64% 4
2026
Q1 		$15.1M Buy
71,538
+1,261
+2% +$273K 9.29% 4
2025
Q4 		$15.6M Buy
70,277
+3,990
+6% +$836K 9.35% 4
2025
Q3 		$13.8M Buy
66,287
+3,537
+6% +$710K 9.69% 3
2025
Q2 		$12.3M Buy
62,750
+1,377
+2% +$257K 9.77% 3
2025
Q1 		$11.2M Buy
61,373
+2,024
+3% +$392K 10.11% 3
2024
Q4 		$11.7M Buy
59,349
+5,321
+10% +$1.06M 11.03% 4
2024
Q3 		$10.8M Buy
54,028
+1,641
+3% +$312K 10.52% 4
2024
Q2 		$9.8M Buy
52,387
+3,564
+7% +$649K 10.12% 4
2024
Q1 		$8.89M Sell
48,823
-9,497
-16% -$1.69M 3.87% 5
2023
Q4 		$10.1M Buy
58,320
+244
+0.4% +$39.2K 10.9% 4
2023
Q3 		$9.03M Buy
58,076
+1,959
+3% +$317K 10.55% 5
2023
Q2 		$9.18M Buy
56,117
+1,451
+3% +$223K 11.03% 4
2023
Q1 		$8.25M Buy
+54,666
New +$8.26M 10.89% 4

Other funds holding IVE

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Instrumental Wealth's IVE Position: Q2 2026 in Review

Instrumental Wealth increased its iShares S&P 500 Value ETF (IVE) stake by 5.1% in Q2 2026, buying an estimated $817K and bringing the position to 75,196 shares worth $17.1M. The position accounts for 8.64% of the portfolio, ranked #4.

Instrumental Wealth first reported a position in IVE in Q1 2023 and has held it in 14 quarters since. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Instrumental Wealth held 75,196 shares of iShares S&P 500 Value ETF worth $17.1M as of Q2 2026.
  • Instrumental Wealth bought 3,658 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $817K.
  • iShares S&P 500 Value ETF made up 8.64% of Instrumental Wealth's portfolio in Q2 2026, its #4 holding.
  • Instrumental Wealth first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.